Help · Step by step

Bring your books from Zoho Books, QuickBooks or Sage Pastel

Your old package's files, read one at a time, then checked and posted as your opening balances. 7 steps, about 30 minutes.

1. 1

   Choose the package

   Check the last day your old books cover, a month end. Then press your package, such as Zoho Books.

2. 2

   Read the chart of accounts

   At Chart of accounts, press Read the file. Match each old account, make it a New account… or Leave it out, then press Keep the matches.

3. 3

   Read the lists

   At Customers and suppliers, press Customers, then Suppliers. At Items, press Read the file. Check what each found before you import it.

4. 4

   Read the balances

   At Balances, press Read the file. On Opening balances, choose the trial balance, check its matches, and press Fill the balances.

5. 5

   Read what is unpaid

   At Unpaid invoices and bills, press Invoices, then Bills. Each keeps its old number.

6. 6

   Add what the bank hadn't cleared

   At Not cleared at the bank, press None waiting if there are none. Otherwise press Not cleared? beside each wallet on Opening balances.

7. 7

   Check, then post

   Check the three lines above the balances: amber is what doesn't agree. Then press Post the balances.

In the app, this guide is in Help, the ? at the top, and each step opens its page.